Sentences with phrase «over the investment period»

Bonuses are also offered with the maturity payout of the plan and the investment as accrued over the investment period.

They must also have views on the likely range of rates over the investment period and the market's perception of future rate uncertainty at the horizon date for reasons explained in Risks of Investing in Callable Securities.

The maturity payout of the plan also offers bonuses on the investment as accrued over the investment period.

As aresult, their returns can differ significantly, both positively and negatively, from that of their benchmark index, especially over investment periods lastinglonger than one day.

Had you invested in the MSCI World between 1980 and 2015, you would not have had a negative return over an investment period of at least 14 years.

They must also have views on the likely range of rates over the investment period and the market's perception of future rate uncertainty at the horizon date for reasons explained in Risks of Investing in Callable Securities above.

The maturity payout of the plan also offers bonuses on the investment as accrued over the investment period.

Not exact matches

According to Mackenzie Investments, if you invested $ 100,000 in arncorporate class fund that earned 6 % a year, you would have $ 370,268 rnafter 25 years, assuming it's taxed annually at the top marginal rate.rnIf you held an interest - paying investment over the same period, yournwould have made $ 239,841.

Let small business owners immediately claim write - offs for new investments, replacing the current system that relies on depreciation of business purchases over a period of years.

If you held an interest - paying investment over the same period, you would have made $ 239,841.

The list of companies receiving financing from venture capitalists increased from 1,160 in 1985 to 3,665 in 2014, and the number of VC investments rose from 1,352 to 4,361 over the same period.

The low cost of capital, over the same period, did not help business investments either; they increased at an average annual rate of 0.8 percent because the poor sales outlook at home did not require large expansions of production capacities, and exports were increasingly sourced from overseas factory outlets.

What's more, the news - reading public has grown accustomed to announcements of multi-million-dollar investments over the last 15 years, a period of extremely active venture capital funding, which reached new highs in 2015.

Expenses for sales and marketing have more than doubled to $ 37 million over the same two - year period, as have costs for operations and support, and investment in technology, which GrubHub reported cost $ 34 million and $ 15 million respectively.

«I argued that active investment management by professionals - in aggregate - would over a period of years under - perform the returns achieved by rank amateurs who simply sat still.

Moorman, whose company took over Penn Station in the 1970s, said the transit hub went without major investments for a significant period of time and now it's time for an expedited update.

Consequently, a tax - free institution would have needed 4.3 % interest annually from bond investments over that period to simply maintain its purchasing power.

Further, having more money today is frequently better than taking in money over a long period, since a larger investment today will accumulate compound interest more quickly than smaller investments made over time.

From our definition there flows an important corollary: The riskiness of an investment is not measured by beta (a Wall Street term encompassing volatility and often used in measuring risk) but rather by the probability — the reasoned probability — of that investment causing its owner a loss of purchasing power over his contemplated holding period.

Further, the study found that venture capital investment might have been $ 8 billion higher over the same time period, except for the litigation brought by frequent litigators.

A 10 - times return over six years, a hypothetical holding period, means an investor rate of return of 46 percent, although returns are inherently diluted by other investments in the portfolio.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

British Prime Minister Theresa May sought to ease concerns over Brexit last week, saying she wanted a «smooth, orderly exit» from the EU, including a period of implementation to help companies make investment decisions.

People either loan you money — which you must pay back with interest over a specified time period — or they make an equity investment in your business — buying the right to receive a percentage of your future profits.

General positivity about Europe's financial sector is not expected to last long, according to two asset managers, who have warned that banks might not be the best investment option over a longer period.

The firm's Investment Intensity Index compares the volume of direct commercial real estate investment in a city over a three - year period from 2014 relative to the cInvestment Intensity Index compares the volume of direct commercial real estate investment in a city over a three - year period from 2014 relative to the cinvestment in a city over a three - year period from 2014 relative to the city's GDP.

If its annual returns are not in the top half of all funds in its category over most, if not all, of those time periods, this investment is a nonstarter.

Other top pension PE players over the same period were the Teacher Retirement System of Texas (15.5 percent); the Houston Firefighters» Relief and Retirement Fund (13.6 percent); the Minnesota State Board of Investment (14.4 percent); and the Iowa Public Employees» Retirement System (14.1 percent).

In August, the investment firm Richard Bernstein Advisors compared the performance of the average investor — based on the monthly flows of money in and out of mutual funds — against a variety of stock indexes, commodities and other asset classes over a 20 - year period ending Dec. 31, 2013.

«I can not see how a $ 10,000 investment held over a 10 - year period could incur $ 2,300 in transactions - tax charges if the transactions tax were set at 0.1 % per trade, as stipulated in Davidoff's piece.

Over a 12 - month period (ended June 30, 2017), global hedge funds, as measured by the HFRX Global Hedge Fund Index, delivered decent gains of 6.0 % in US dollar terms.1 That's a vast improvement in the performance of these alternative investments from the prior two years.

So while there could be one or even five year periods where longer maturity bonds perform fairly well from these yield levels, over the long - term they're likely to be a poor investment in terms of earning a decent return over the rate of inflation.

Prior to ACAS, Mr. Kuykendall co-founded the Enron North America Principal Investments Group, where he played a significant role in building the group over a six - year period.

Worldwide metal prices may fluctuate substantially over short periods of time, so the Fund's share price may be more volatile than other types of investments.

Warren compounded wealth over that period at a stunning 21.4 % (more than double the S&P 500 return over the period) and would have turned a $ 10,000 investment into $ 28.4 million.

Even closer to home for advisors is the class action lawsuit brought employees of CheckSmart who are charging that CheckSmart and Cetera Advisor Networks, as co-fiduciaries, allowed «grossly excessive» fees in a 401 (k) plan whose investments performed poorly over a period of six years.

``... would result in $ 30 - billion in additional business investment and 102,500 new jobs over a seven - year period, the paper estimates.»

«On its own, the final cut to corporate income tax rates, from 16.5 % to 15 %, would result in $ 30 - billion in additional business investment and 102,500 new jobs over a seven - year period, the paper estimates.»

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

Wagner: As is common in excess fee and stock drop cases, the Intel complaint asserts a cause of action for failing to disclose certain particulars (e.g., investment performance over specified periods) regarding three of the plan's nine «Investment Funds», specifically, the «Hedge Fund,» «Private Equity Fund» and «Commodities Fuinvestment performance over specified periods) regarding three of the plan's nine «Investment Funds», specifically, the «Hedge Fund,» «Private Equity Fund» and «Commodities FuInvestment Funds», specifically, the «Hedge Fund,» «Private Equity Fund» and «Commodities Fund.»

An annualized yield that is calculated by dividing the net investment income earned by the fund over the most recent 30 - day period by the current maximum offering price that does not account for expense ratio waivers.

The chart also shows how each investment mix performed over a long period of time, in different markets.

Although several markets are barely clinging to year - over-year increases, only US real estate investment trusts (REITs) have lost ground over the trailing 12 - month period.

(Also known as Standardized Yield) An annualized yield that is calculated by dividing the net investment income earned by the fund over the most recent 30 - day period by the current maximum offering price.

It can be thought of as the growth rate that gets you from the initial investment value to the ending investment value if you assume that the investment has been compounding over the time period.

When you look over the whole recovery / expansion period, the swings in inventories more or less cancel out, and you can see from the second chart that up until recently, investment growth has played a larger - than - usual role in driving GDP growth.

When an investment horizon begins at depressed market valuations and ends at elevated market valuations, the total returns of investors over that horizon are always glorious (for example, the total return of the S&P 500 averaged nearly 20 % annually during the 18 - year period between the 1982 low and the 2000 peak).

As Forbes demonstrates here, over a 25 - year period, a $ 10,000 investment rebalanced annually would turn into $ 97,001; without rebalancing, the same $ 10,000 would have produced $ 88,980.

Over the same period, Korea's share of Chinese foreign direct investment rose from 3.3 percent to 9.5 percent.

The value of all types of investments may increase or decrease over varying time periods.